Our Team

Jason works with you to understand your WHY and create a path to HOW, while understanding as life unfolds your goals may change. He and his team implement customized strategies as part of their proprietary process called, The DueNorth Fomula.

Christina started in the financial planning industry in 2008. Her dedication to customer service is driven by her personal promise to do what is right for her clients. She gets the most satisfaction out of getting to know her clients and helping them pursue their financial goals, using a proprietary process called DueNorth Formula.

Mike’s focus is on creating financial plans for a large variety of client objectives. His goal is to streamline the client experience by assisting in meetings and helping clients integrate their various retirement, philanthropic and legacy goals into their comprehensive wealth plan.  

When you are working with our team, the first person you will meet is Jillian. She is our ever-present smile. Whether it is greeting you in our office or on the phone, ensuring you have access to our technology systems, or assisting the team in serving you, she is here to help and let you know we are a team here to support you.

Emily’s focus is on identifying strategic priorities and developing ways to maximize the efficiency and effectiveness of current firm-level processes. She will oversee implementation of new business processes where there is value for the firm, and for our clients.